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Cape Investment Advisory’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Cape Investment Advisory’s Portfolio PYLD Stock Details PYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$190K Sell
7,472
-900
-11% -$23.5K 0.05% 242
2026
Q2 		$222K Buy
8,372
+367
+5% +$9.69K 0.06% 219
2026
Q1 		$210K Sell
8,005
-611
-7% -$16.3K 0.07% 216
2025
Q4 		$230K Sell
8,616
-685
-7% -$18.4K 0.07% 194
2025
Q3 		$250K Sell
9,301
-263
-3% -$6.99K 0.25% 96
2025
Q2 		$254K Buy
9,564
+1,661
+21% +$43.3K 0.09% 164
2025
Q1 		$208K Buy
7,903
+163
+2% +$4.27K 0.08% 174
2024
Q4 		$201K Buy
7,740
+1,193
+18% +$31.2K 0.08% 169
2024
Q3 		$174K Buy
6,547
+4,906
+299% +$129K 0.07% 180
2024
Q2 		$42.1K Buy
1,641
+666
+68% +$17K 0.02% 317
2024
Q1 		$25.1K Buy
+975
New +$24.9K 0.01% 409

Other funds holding PYLD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
FF
Financial Futures Brielle, New Jersey $270M AUM 12.01% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Cape Investment Advisory's PYLD Position: Q3 2026 in Review

Cape Investment Advisory reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 11% in Q3 2026, selling an estimated $23.5K and leaving 7,472 shares worth $190K. The position accounts for 0.05% of the portfolio, ranked #242.

Cape Investment Advisory first reported a position in PYLD in Q1 2024 and has held it in 11 quarters since. The position peaked at $254K in Q2 2025. 68 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

  • Cape Investment Advisory held 7,472 shares of PIMCO Multi Sector Bond Active ETF worth $190K as of Q3 2026.
  • Cape Investment Advisory sold 900 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $23.5K.
  • PIMCO Multi Sector Bond Active ETF made up 0.05% of Cape Investment Advisory's portfolio in Q3 2026, its #242 holding.
  • Cape Investment Advisory first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and has held it in 11 quarters since.
  • Cape Investment Advisory's PIMCO Multi Sector Bond Active ETF position peaked at $254K in Q2 2025.
  • 68 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.